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Re: None

Wednesday, 06/24/2020 3:48:32 PM

Wednesday, June 24, 2020 3:48:32 PM

Post# of 129
WTF is KarldieGlatze? When my close friend, a shrewd Japanese work horse and investment adviser during our Prudential Securities Days made the trek all the way to Wells Fargo post Buffett's "Great Recession," all part of the Wachovia rescue including its Goldman connected CEO from the depths of hell, he would ask me to help him educate his analyst, Jennifer Fritzsche, about The Level 3 Business Model including posing questions as well as answers directly to her. She was a whore for The Monopolists tREX and vzSAURUS back then, and we couldn't help but to refer to her that way.

Fast forward and she is the only BULL ANALYST on "CLINK's" Storey today? Did I say not to refer to them as Colonel "CLINK" any more? It's bad marketing and bad press including another word, Cluck, which comes to mind.

It hasn't helped, but Storey can thank me for Jennifer being on his side today. As for my buddy, Kikuchi, who was taken "WAYTOOEARLY" from his life, God rest his wonderful soul.

In the long term, we're all DEAD, Jeff. You need to get this dog of a stock price moving!

The scuttle buttle being bandied about is that a private meeting is about to occur between Storey and Fritzsche during an ongoing quiet period that relates to bells going off in her head surrounding 5G and unrecognized values to finally be released.

https://www.linkedin.com/in/jennifer-fritzsche-665a156/

Of course, I have advised The Storey to get in touch with Charlie Ergen of Dish a long time ago now(5G Spectrum no strings attached), but nothing significant has developed from what could be a match made in heaven for the two of them based upon my research.

How the market cap that continues to exist for this amazing enterprise at under $11B today, continues to be one of the greatest mysteries of my investment career except for what it is that I can't possibly know?

What is that when comparing peers and the entire competitive landscape?